Our expertise
We bring the transparency, metrics and thought leadership needed to make informed investment choices whether you’re seeking ESG compliance, impact or ‘transition’ investing. Our goal is performance excellence while driving positive change.
What sets us apart
Our commitment to sustainability
Our commitment to sustainability
At UBS, our approach to sustainability is a constant expression of our purpose. For more than two decades, our firm has been at the forefront of sustainable finance.
Our approach
Our approach
We have a range of products across asset classes that have sustainability playing a significant role in the investment process. We also offer tailored solutions that span the sustainability spectrum, including ESG integration, tilt toward a specific E, S or G factor, thematic, positive screening, impact or exclusions.
Our engagement
Our engagement
We have a comprehensive engagement program in place that embraces our stewardship of capital to help our clients drive positive change in the industry.
Sustainable and Impact Investing strategies
Explore our offering
Latest insights
Our ESG approach
We firmly believe that there is no ‘one size fits all’ for clients investing in sustainability, and that’s why we look at it across all facets – be that exclusions, screening, developing sustainability, impact or transition focused strategies, or through ESG integration. Read more about how we can help support your sustainable investment goals here 
Exclusion and ESG integration
Exclusion and ESG integration
Avoidance of investments which are deemed undesirable either by UBS or our clients. Integration of ESG factors in the investment process alongside traditional financial metrics, in conjunction with ESG relevant risk analysis that helps us look to the future to identify long-term risks and opportunities, and invest accordingly.
Sustainability focused strategies
Sustainability focused strategies
Extended criteria for exclusions (which go beyond the standard exclusions); Positive sustainability characteristics; Engagement is prioritized with ESG improvers; Compliance with the EU-Taxonomy: Risk based screening to identify those higher risk issuers which are to be avoided in the investable universe.
Impact (thematic) strategies
Impact (thematic) strategies
Our Impact strategies meet the minimum criteria of the sustainability focused strategies and additionally include a verifiable impact measurement. The UN Sustainable Development Goals (SDGs) create the framework for impact investing.
Our strategies
Policies, reports and voting information
Policies, reports and voting information
- Our sustainability commitment
- Helping you meet your sustainable investment goals
- UNPRI assessment
- UNPRI transparency report
- Exclusion Policy
- Results of our three-year climate engagement program
- Our sustainable investment policy
- Global Stewardship Policy
- Stewardship Annual Report
- Proxy Voting Policy
- Global voting information
- US & Canadian mutual funds voting information
- European fund voting information
- Australian mutual funds voting information
External assessments and reports
External assessments and reports
UN PRI Reports
GRESB results for real assets
UBS: driving change that matters
At UBS, we reimagine the power of people and capital, to create a better world for everyone: a fairer society, a more prosperous economy and a healthier environment. That’s why we partner with our clients to help them mobilize their capital towards a more sustainable world. And its why we’ve put sustainability at the heart of our own business too.
